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Terri Lynn Wright

State Farm Investment Management Corp.

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About Terri Lynn Wright

Terri Wright is an investment advisor representative with State Farm Investment Management Corp. Terri has been in the industry since 2003 and is registered in Maine. Terri has Series 6 and SIE licenses and is also a Chartered Financial Consultant. Terri Wright's firm, State Farm Investment Management Corp., has offices in Bloomington, IL. State Farm Investment Management Corp. manages assets for investment companies and provides portfolio management for individuals.

Firm Information

Terri Wright is currently registered with State Farm Investment Management Corp.. State Farm Investment Management Corp. is a terminated corporation formed on December 9, 1966, headquartered in Bloomington, IL. The firm primarily managed investment portfolios for individuals and investment companies. They managed a total of $10,164,536,171 in assets, all of which were discretionary.
State Farm Investment Management Corp.

ONE STATE FARM PLAZA

BLOOMINGTON, IL 61710-0001

$10.16B

Assets Under Management

Not reported

Total Clients

4,868

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Terri Wright’s Registration & Firm History

ME

06/30/2023 - Present

State Farm Investment Management Corp. (Yarmouth ME)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terri Lynn Wright.
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